Accountant – Commission Reconciliation & Financial Records

About the role

We are looking for a detail‑oriented Accountant to manage the end‑to‑end commission reconciliation process and maintain accurate financial records for our insurance agency. The successful candidate will act as the primary gatekeeper, ensuring brokers are paid correctly and on time while keeping the books balanced.

Key responsibilities

• Audit and reconcile carrier statements against internal sales records to verify commission amounts.
• Calculate and process split‑commissions and bonuses for internal and independent brokers, resolving any discrepancies.
• Maintain the general ledger, perform bank reconciliations, and manage accounts receivable and payable.
• Serve as the main point of contact for broker payment inquiries and investigate missing commissions with carriers.
• Prepare monthly revenue reports and provide insights into sales trends and brokerage performance.

Required profile

• Minimum 2 years of experience in accounting, commission analysis, or a related financial role.
• Exceptional attention to detail, capable of spotting even the smallest discrepancies.
• Strong communication skills to explain complex payment structures clearly to brokers.

Required skills

• Advanced Excel proficiency (pivot tables, VLOOKUP).
• Experience with accounting software such as QuickBooks or Sage.
• Familiarity with industry‑specific AMS platforms like Applied Epic or AMS360.